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Customs Broker Client Onboarding Kit

Freight and Customs line

Open a new importer account in order: power of attorney checklist, identity check, CBP Form 5106 information checklist (revision 06/26), a client document request letter, commercial invoice and packing list templates, and a client tracker that flags what each importer still needs.

Word checklists and letters + Excel tracker, English and Spanish

Fare

$29

founding price until January 31, 2027 · then $49

Secure checkout by Stripe, which adds sales tax where it applies. You download the file as soon as you pay.

Not what you needed? Write to us within 30 days of purchase and we refund you in full.

Customs-Broker-Client-Onboarding-Kit.zipSCREENSHOTS · full version
Customs Broker Client Onboarding Kit: the Clients tab, with EXAMPLE data
Clients: tab with EXAMPLE data See the whole tab
Customs Broker Client Onboarding Kit: the Intake tab, with EXAMPLE data
Intake: tab with EXAMPLE data See the whole tab
Customs Broker Client Onboarding Kit: the Commercial invoice tab, with EXAMPLE data
Commercial invoice: tab with EXAMPLE data See the whole tab

Screenshots of the full version, taken from the real file. Every number in them is an EXAMPLE.

What you do, what the sheet does

YOUTHE SHEET
You type the POA date and company typeIt shows how long the POA lasts and warns 60 days before a partnership POA ends
You type the revocation dateIt shows how long to keep the file (19 CFR 111.23)
You mark documents receivedIntake says Ready for the first entry
You type invoice linesThe invoice and packing list total themselves, kilos and pounds

What the full version has

  • Power of attorney checklist built on 19 CFR 141 subpart C and 19 CFR 111
  • CBP Form 5106 information checklist, revision 06/26, and the 2026 enforcement note
  • Client document request letter in English and Spanish
  • Commercial invoice (19 CFR 141.86) and packing list templates, Word and Excel
  • USMCA certification of origin data checklist
  • Client tracker: POA dates, retention, identity check, 5106, bond and next step

Who it is for

Licensed US customs brokers and their staff on the Texas border who open accounts for importers, many of them Spanish speaking.

Every name and number in the files says EXAMPLE and is fictional. Delete them and add your own.

Made by BuiltByEstrada in McAllen, Texas. In English and Spanish.